NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001812177)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 49,632 Value ($000) $6,843 Avg Close Range
Q3 2025
Shares 49,796 Value ($000) $6,386 Avg Close Range
Q2 2025
Shares 52,701 Value ($000) $6,377 Avg Close Range
Q1 2025
Shares 51,939 Value ($000) $5,790 Avg Close Range
Q4 2024
Shares 52,399 Value ($000) $5,099 Avg Close Range
Q3 2024
Shares 51,795 Value ($000) $5,957 Avg Close Range
Q2 2024
Shares 51,890 Value ($000) $5,524 Avg Close Range
Q1 2024
Shares 52,786 Value ($000) $5,106 Avg Close Range
Q4 2023
Shares 53,313 Value ($000) $5,383 Avg Close Range
Q3 2023
Shares 53,749 Value ($000) $5,475 Avg Close Range
Q2 2023
Shares 53,299 Value ($000) $5,378 Avg Close Range
Q1 2023
Shares 53,081 Value ($000) $4,883 Avg Close Range
Q4 2022
Shares 49,236 Value ($000) $4,467 Avg Close Range
Q3 2022
Shares 49,456 Value ($000) $3,759 Avg Close Range
Q2 2022
Shares 48,424 Value ($000) $4,093 Avg Close Range
Q1 2022
Shares 46,977 Value ($000) $4,122 Avg Close Range